Money Management Institute (MMI) is the leading voice for the global financial services organizations that provide advice and professionally-managed investment solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking, MMI supports and advances the growth of advisory solutions. MMI members’ advice-driven investment solutions serve an evolving worldwide financial landscape, and their organizations are committed to the highest standards of fiduciary responsibility and ethical conduct and to creating the most successful outcomes for investors at every level of assets.

RiskBridge Advisors is an SEC-registered investment adviser andOutsourced Chief Investment Officer (OCIO) providing extraordinary serviceand customized investment solutions to help institutional and individualinvestors prepare, protect, and perform.We foster a deep respect for the philanthropic community and its crucial role in the economic well-being of the nation and the world. By focusing on education, science, medicine, arts & culture, and the environment, philanthropies positively impact economic growth and productivity. Our guiding principle is to help endowments, foundations, and their advocates preserve and achieve extraordinary outcomes.Our vision is to help clients build resilient legacies, secure better retirements, find more cures, award more scholarships, deliver more grants, and offer more community services.

Board Director - Westfield Insurance, part of Westfield Group's insurance and banking companies, is a super-regional property and casualty carrier; original company started 172 years ago and established distinction as Ohio Farmers Insurance Company.

Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans.Clark Capital Management Group strives to deliver premium investment solutions, innovative strategies and techniques and superior service to successful financial advisors and their clients. We believe this allows advisors to focus on their most valuable role: understanding their clients’ needs and helping them achieve financial security. We seek to partner with only the most experienced and knowledgeable financial advisors. Our Navigator Investment Solutions are tailored to the unique requirements of high net worth individuals, corporations, foundations, and retirement plans.

Advisors Ahead has developed an innovative professional development program preparing undergraduate students and matching with wealth management firms for entry-level hiring in financial services; a complete sourcing, onboarding and professional development program operating a Resident Program for recent University graduates.

As a pioneer private equity investor in the sector, Corsair Capital has been one of the original and leading firms focused on global growth opportunities in Financial Services. Corsair believes that building trust and confidence is the key to maintaining a strong, long-term, successful investment strategy. The engagement with stakeholders is relationship oriented, listeners first and advisors second.

Inlet is a joint venture between Broadridge (NYSE: BR) and Pitney Bowes (NYSE: PBI)

Hohting Group, an executive strategy firm focused on financial services insight, advice and leadership coaching; client relationships with Private Equity firms and their portfolio companies, public company executive management teams, consulting organizations and individual executives.

Executive Committee role with formation of Morgan Stanley Smith Barney joint venture